THE WAY FORWARD FRAMEWORK
Live / Allowed — Publication / registration review complete (as of 26 Mar 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 07 Nov 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99485946
- Mark type
- Stylized text
- Filed
- 07 Nov 2025
- Published for opposition
- 14 Apr 2026
- Attorney of record
- Thomas M. Dunlap
Goods and services
- Class 035 — Advertising and business services: Tax consulting services; Tax and taxation planning, advice, information and consultancy services; Tax preparation
- Class 036 — Insurance and financial services: Financial planning and investment advisory services; Investment advisory services; Investment management; Financial planning for retirement; Estate planning; Financial planning, namely, Roth conversion analysis for retirement; Financial planning, namely, Social Security optimization; Financial analysis; Financial advisory and consultancy services, namely, net unrealized appreciation analysis; Financial risk management; Insurance consultancy; Financial planning; Investment advice in the fields of Registered Investment Advisor (RIA) services; Financial planning, namely, cash flow planning; Financial planning, namely, multi-generational financial planning; Financial consultancy
Owner
- Bogart Wealth, LLC, McLean, VA, US
Prosecution history
- 20 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 19 Mar 2026 — ASSIGNED TO EXAMINER
- 08 Nov 2025 — APPLICATION FILING RECEIPT MAILED
- 07 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 07 Nov 2025 — NEW APPLICATION ENTERED